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UnitedHealth reported first-quarter adjusted earnings of $7.23, surpassing the consensus estimate of $6.58.
UnitedHealth raised its 2026 adjusted EPS guidance from over $17.75 to more than $18.25.
KEY POINTS
- UnitedHealth highlighted significant challenges with the Medicare Balance pilot program for obesity drugs.
- The Medicare GLP-1 Bridge program will be extended through 2027 to inform BALANCE rollout decisions.
- UnitedHealth's RSI reached 80.86, signaling overbought conditions and a potential pullback.
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